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Menu

To create a Xenial Ordering menu:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Menu Layout.

  3. From the Menu Layout menu, select Menu.

  4. From the upper-right of the Menu homepage, select Create Menu.

  5. From the menu pane on the left, select a page and define the respective settings.

    The following introduces the pages of the Menu editor.

    Page

    Description

    General

    Define general settings including the menu name and sort order.

    Availability

    Define the availability of the menu based on order source, order destination, and time period.

    Menu Categories

    Add menu categories to the menu.

  6. From the upper-right of the screen, select Save.

General

Xenial Portal Data Management Ordering Settings Menu Layout Menu

From the General page of the Menu editor, define general settings for a menu.

  1. In the Name field, type a name for the menu.

  2. In the Sort Order field, type the sequence number for this menu.

    The Sort Order defined for each menu determines the order in which the menus are sorted on the POS.

Availability

Xenial Portal Data Management Ordering Settings Menu Layout Menu

From the Availability page of the Menu editor, define availability settings for a menu, including:

Availability

To define a menu's availability at a site:

  1. From the Availability page, locate the Availability section.

  2. Toggle Active to Active if the menu is available for use at the site.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

Order Sources

To define a menu's availability by order source:

  1. From the Availability page, locate the Order Sources section.

  2. Toggle Allow Order Source Restriction to On to restrict the menu's availability to specific order sources.

  3. Toggle Available to Yes for each order source where the menu is available.

Destinations

To define a menu's availability by order destination:

  1. From the Availability page, locate the Destinations section.

  2. Toggle Allow Destination Restriction to On to restrict the menu's availability to specific order destinations.

  3. Toggle Available to Yes for each order destination where the menu is available.

Time Periods

To define a menu's availability by time period:

  1. From the Availability page, locate the Time Periods section.

  2. Toggle Allow Time Periods Restriction to On to restrict the menu's availability to specific time periods.

  3. Toggle Available to Yes for each time period where the menu is available.

Priority Level for Menu Availability

If more than one menu is configured as the default menu for the same time period, the menu with the most defined restrictions is given priority.

  • A date range restriction has the highest priority.

  • If more than one menu has a date range restriction:

    • The shorter date range has the highest priority.

    • If the date ranges match, then the day of the week is given the highest priority.

    • If the days of the week match, the shorter time range is given the highest priority.

  • If all restrictions match, then the menus are prioritized alphabetically by menu name.

Menu Categories

Xenial Portal Data Management Ordering Settings Menu Layout Menu

From the Menu Categories page of the Menu editor, add the menu categories to include on a menu.

  1. From the Menu Categories section, select Add Menu Categories.

  2. From the Add Menu Categories window, select the menu categories.

  3. Select Add # Menu Categories.

  4. From the Menu Categories section, select and drag the control to the left of the listed categories to sort them in the desired sequence.

Menu Actions

To perform an action on a menu:

  1. From the Menu editor homepage, select the menu.

  2. From the right of the Type column, select the 3-dot menu.

  3. From the dropdown, select an action:

    Action

    Description

    Edit

    Edit the menu properties.

    Remove

    Delete the menu.

    Duplicate

    Create a copy of the menu.

    Add Menu Category

    Create a new menu category and link it to the menu.

    1. In the Name field, type a name for the menu category.

    2. (Optional) To open an editor and define the properties of the menu category immediately, select Open in editor after creation.

    3. Select Done.

Menu Category Actions

To perform an action on a menu category:

  1. From the Menu editor homepage, select the menu.

  2. From the left of the menu name, select the plus sign + to expand the menu components.

  3. From the list of menu components, select the menu category.

  4. From the right of the Type column, select the 3-dot menu.

  5. From the dropdown, select an action:

    Action

    Description

    Edit

    Edit the menu category properties.

    Remove

    Delete the menu category.

    Unlink

    Remove the association between the menu category and its menu.

    Duplicate

    Create a copy of the menu category.

    Move Up

    Move up one level on the list.

    Move Down

    Move down one level on the list.

    Move to Top

    Move to the top of the list.

    Move to Bottom

    Move to the bottom of the list.

    Add Menu Item Group

    Create a new menu item group and link it to the menu category.

    1. In the Name field, type a name for the menu item group.

    2. (Optional) To open an editor and define the properties of the menu item group immediately, select Open in editor after creation.

    3. Select Done.

Menu Item Group Actions

To perform an action on an existing menu item group:

  1. From the Menu editor homepage, select the menu.

  2. From the left of the menu name, select the plus sign + to expand the menu components.

  3. From the list of menu components, locate the menu category that contains the menu item group.

  4. From the left of the menu category name, select the plus sign + to expand its components.

  5. From the list of menu category components, select the menu item group.

  6. From the right of the Type column, select the 3-dot menu.

  7. From the dropdown, select an action:

    Action

    Description

    Edit

    Edit the menu item group properties.

    Remove

    Delete the menu item group.

    Unlink

    Remove the association between the menu item group and its menu category.

    Duplicate

    Create a copy of the menu item group.

    Move Up

    Move up one level on the list.

    Move Down

    Move down one level on the list.

    Move to Top

    Move to the top of the list.

    Move to Bottom

    Move to the bottom of the list.

Product Actions

To perform an action on an existing product:

  1. From the Menu editor homepage, select the menu.

  2. From the left of the menu name, select the plus sign + to expand the menu components.

  3. From the list of menu components, locate the menu item group that contains the product.

  4. From the left of the menu item group name, select the plus sign + to expand its components.

  5. From the list of menu item group components, select the product.

  6. From the right of the Type column, select the 3-dot menu.

  7. From the dropdown, select an action:

    Action

    Description

    Edit

    Edit the product properties.

    Remove

    Delete the product.

    Unlink

    Remove the association between the product and its menu item group.

    Duplicate

    Create a copy of the product.

    Move Up

    Move up one level on the list.

    Move Down

    Move down one level on the list.

    Move to Top

    Move to the top of the list.

    Move to Bottom

    Move to the bottom of the list.